Latest updates on Dynamics 365 Sales, summarised and linked back to the knowledge base. Subscribe via RSS.
Sales exposes its data and actions to AI agents through MCP, so buying signals, conversation insights and CRM records can be reached by tools outside the app. Relevant if a client is planning anything agentic on top of Sales.
Cowork gets plug-ins that reach across records, knowledge, email and meetings into Sales and Customer Service. Another surface where CRM data leaves the app, so worth a look at the security model.
Microsoft's own account of how the agentic features cut manual CRM entry: capturing data from unstructured sources and querying pipeline in natural language. Useful framing for the adoption conversation.
SQA is a multi-step agent that touches revenue, and this sets out the bench Microsoft evaluates it against. Worth reading before promising a client a qualification agent will behave.
The architecture and evaluation behind the Sales Research Agent, which reasons over live CRM data plus sources held elsewhere such as budgets and targets.
From 2025 wave 2 the Copilot summaries for opportunities, leads and accounts were reworked. If a client is on an older wave the summaries they saw in a demo may not be what they get.
Third-party insights can be surfaced in Outlook email summaries, opening the door to partner data in the M365 side of the Sales experience.